0001550191-23-000004.txt : 20230209
0001550191-23-000004.hdr.sgml : 20230209
20230209133851
ACCESSION NUMBER: 0001550191-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230209
DATE AS OF CHANGE: 20230209
EFFECTIVENESS DATE: 20230209
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Stonehearth Capital Management, LLC
CENTRAL INDEX KEY: 0001550191
IRS NUMBER: 421632296
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16365
FILM NUMBER: 23605343
BUSINESS ADDRESS:
STREET 1: 199 ROSEWOOD DRIVE
STREET 2: SUITE 200
CITY: DANVERS
STATE: MA
ZIP: 01923
BUSINESS PHONE: 978-624-3000
MAIL ADDRESS:
STREET 1: 199 ROSEWOOD DRIVE
STREET 2: SUITE 200
CITY: DANVERS
STATE: MA
ZIP: 01923
FORMER COMPANY:
FORMER CONFORMED NAME: Wealth Management Group, LLC
DATE OF NAME CHANGE: 20120516
13F-HR/A
1
primary_doc.xml
X0202
13F-HR/A
LIVE
false
true
true
0001550191
XXXXXXXX
12-31-2022
12-31-2022
true
1
RESTATEMENT
Stonehearth Capital Management, LLC
199 ROSEWOOD DRIVE
SUITE 200
DANVERS
MA
01923
13F HOLDINGS REPORT
028-16365
000128866
N
Amanda M. Sylvia
Client Service Associate / Compliance Assistant
978-624-3000
Amanda Sylvia
Danvers
MA
02-09-2023
0
70
189945506
false
INFORMATION TABLE
2
Export.xml
ALPS ETF TR
OSHARES US SMLCP
00162Q395
11293273
336410
SH
SOLE
0
0
0
336410
APPLE INC
COM
037833100
1777941
13684
SH
SOLE
0
0
0
13684
AUTOMATIC DATA PROCESSING IN
COM
053015103
278511
1166
SH
SOLE
0
0
0
1166
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
339481
1099
SH
SOLE
0
0
0
1099
BRISTOL-MYERS SQUIBB CO
COM
110122108
362844
5043
SH
SOLE
0
0
0
5043
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
233386
1740
SH
SOLE
0
0
0
1740
CHEVRON CORP NEW
COM
166764100
297774
1659
SH
SOLE
0
0
0
1659
COSTCO WHSL CORP NEW
COM
22160K105
211816
464
SH
SOLE
0
0
0
464
CVS HEALTH CORP
COM
126650100
249656
2679
SH
SOLE
0
0
0
2679
D R HORTON INC
COM
23331A109
291934
3275
SH
SOLE
0
0
0
3275
DEERE & CO
COM
244199105
313106
730
SH
SOLE
0
0
0
730
DOUBLELINE ETF TRUST
OPPORTUNISTIC BD
25861R105
215372
4735
SH
SOLE
0
0
0
4735
EMERSON ELEC CO
COM
291011104
227182
2365
SH
SOLE
0
0
0
2365
ETF MANAGERS TR
ETHO CLIMATE LEA
26924G888
1515901
30699
SH
SOLE
0
0
0
30699
EXXON MOBIL CORP
COM
30231G102
1496881
13571
SH
SOLE
0
0
0
13571
GENERAL ELECTRIC CO
COM NEW
369604301
704255
8405
SH
SOLE
0
0
0
8405
GENERAL MLS INC
COM
370334104
200569
2392
SH
SOLE
0
0
0
2392
GOLDMAN SACHS ETF TR
ACTIVEBETA INT
381430107
966001
33565
SH
SOLE
0
0
0
33565
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
1099850
14447
SH
SOLE
0
0
0
14447
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
41653L503
718823
19138
SH
SOLE
0
0
0
19138
HOME DEPOT INC
COM
437076102
429254
1359
SH
SOLE
0
0
0
1359
HUNTINGTON BANCSHARES INC
COM
446150104
198528
14080
SH
SOLE
0
0
0
14080
INDEXIQ ETF TR
HEDGE MLTI ETF
45409B107
212739
7475
SH
SOLE
0
0
0
7475
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
46137V241
1342798
30518
SH
SOLE
0
0
0
30518
ISHARES INC
MSCI GBL GOLD MN
46434G855
232151
10396
SH
SOLE
0
0
0
10396
ISHARES TR
EAFE SML CP ETF
464288273
703628
12458
SH
SOLE
0
0
0
12458
ISHARES TR
MSCI USA MIN VOL
46429B697
6473374
89783
SH
SOLE
0
0
0
89783
ISHARES TR
MSCI USA QLT FCT
46432F339
11632939
102079
SH
SOLE
0
0
0
102079
ISHARES TR
FLTG RATE NT ETF
46429B655
667124
13255
SH
SOLE
0
0
0
13255
ISHARES TR
PFD AND INCM SEC
464288687
439731
14403
SH
SOLE
0
0
0
14403
ISHARES TR
MSCI LW CRB TG
46434V464
1910634
13831
SH
SOLE
0
0
0
13831
ISHARES TR
CORE S&P SCP ETF
464287804
7074827
74755
SH
SOLE
0
0
0
74755
ISHARES TR
MSCI USA VALUE
46432F388
18572797
203783
SH
SOLE
0
0
0
203783
ISHARES TR
ESG AWR US AGRGT
46435U549
955311
20439
SH
SOLE
0
0
0
20439
ISHARES TR
US TREAS BD ETF
46429B267
1118846
49245
SH
SOLE
0
0
0
49245
ISHARES TR
3 7 YR TREAS BD
464288661
543889
4734
SH
SOLE
0
0
0
4734
ISHARES TR
IBONDS 23 TRM TS
46436E882
200910
8134
SH
SOLE
0
0
0
8134
ISHARES TR
RUS 1000 GRW ETF
464287614
375348
1752
SH
SOLE
0
0
0
1752
ISHARES TR
CORE S&P500 ETF
464287200
220444
574
SH
SOLE
0
0
0
574
ISHARES TR
MSCI USA MMENTM
46432F396
13969971
95731
SH
SOLE
0
0
0
95731
J P MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
46641Q209
9153557
185746
SH
SOLE
0
0
0
185746
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
23586024
470497
SH
SOLE
0
0
0
470497
JOHNSON & JOHNSON
COM
478160104
1302175
7372
SH
SOLE
0
0
0
7372
JPMORGAN CHASE & CO
COM
46625H100
434082
3237
SH
SOLE
0
0
0
3237
LOCKHEED MARTIN CORP
COM
539830109
232299
478
SH
SOLE
0
0
0
478
LOWES COS INC
COM
548661107
239088
1200
SH
SOLE
0
0
0
1200
MERCK & CO INC
COM
58933Y105
413954
3731
SH
SOLE
0
0
0
3731
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
2482969
72644
SH
SOLE
0
0
0
72644
ORACLE CORP
COM
68389X105
209459
2563
SH
SOLE
0
0
0
2563
PFIZER INC
COM
717081103
457215
8923
SH
SOLE
0
0
0
8923
PROGRESSIVE CORP
COM
743315103
311953
2405
SH
SOLE
0
0
0
2405
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1058292
10486
SH
SOLE
0
0
0
10486
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
706342
15473
SH
SOLE
0
0
0
15473
SPDR GOLD TR
GOLD SHS
78463V107
6239269
36779
SH
SOLE
0
0
0
36779
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
1380694
41890
SH
SOLE
0
0
0
41890
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
217360
7321
SH
SOLE
0
0
0
7321
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
250867
8530
SH
SOLE
0
0
0
8530
SPDR S&P 500 ETF TR
TR UNIT
78462F103
346099
905
SH
SOLE
0
0
0
905
SPDR SER TR
ICE PFD SEC ETF
78464A292
1508046
45949
SH
SOLE
0
0
0
45949
SPDR SER TR
S&P KENSHO CLEAN
78468R655
4261614
51967
SH
SOLE
0
0
0
51967
SPDR SER TR
SPDR S&P 500 ETF
78468R796
2631987
28195
SH
SOLE
0
0
0
28195
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
267241
6534
SH
SOLE
0
0
0
6534
STARBUCKS CORP
COM
855244109
279546
2818
SH
SOLE
0
0
0
2818
VACASA INC
CLASS A COM
91854V107
19378
15379
SH
SOLE
0
0
0
15379
VANECK ETF TRUST
GOLD MINERS ETF
92189F106
4650264
162256
SH
SOLE
0
0
0
162256
VANGUARD INDEX FDS
VALUE ETF
922908744
1846802
13157
SH
SOLE
0
0
0
13157
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
6759344
173405
SH
SOLE
0
0
0
173405
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
10881558
186073
SH
SOLE
0
0
0
186073
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
5136727
122390
SH
SOLE
0
0
0
122390
VERIZON COMMUNICATIONS INC
COM
92343V104
399964
10151
SH
SOLE
0
0
0
10151